See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,003 | $89,753+24.8% | $107,525+4.2% | $84,808+32.1% |
| Participation rate | 61.3% | 68.1%-6.8pp | 75.1%-13.8pp | 68.3%-7.0pp |
| Annual return | 10.56% | 29.48%-18.9pp | 181.32%-170.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,872 | $4,056+118.7% | $5,116+73.4% | $4,212+110.7% |
| Admin fee / account holder | $5,192 | $7,222-28.1% | $8,919-41.8% | $7,344-29.3% |